Shopify's discount codes get another new trick today! You can now offer discount codes that can only be used by certain customer groups.
Example: Say you've created a customer group for wholesale customers:
Now you can create a new discount that is only usable by customers in this group.
Some things to keep in mind:
- You won't see the option "customer in group" if you are using Guest Checkout. If you don't see it, go to Preferences > Checkout & Payment, scroll down to Customer Checkout Settings and choose Guest checkout with optional sign in or Sign in required
- Your customers will only be able to apply the discount code if they are signed in during checkout. If Guest Checkout is available and they choose to checkout as a guest, they won't be able to use the discount code.
how do you add a customer group? don’t see that option on my customer page.
If you click on “All Customers” in the sidebar, then click where it says “Start typing to filter customers…” in the main window, you can type a query, or add filters.
Once you have added a query or filter, the sidebar will now have a button that says “Save as Customer Group”. If you click that button, you’ll be asked to give the new group a name. When you type a name and click the “Save” button, the new group will be created.
This is a great feature and almost solves a difficult problem I have been facing. We are UK based but ship lots of orders overseas, which should not be charged tax, as is charged to UK customers. Could this functionality also be used to apply a tax discount for a customer group of ‘non-UK customers’?
Hi Lucy – This is probably not going to solve that particular problem. You’d have to require sign-in, and you’d have to require non-UK customers use a coupon code during checkout.
Can you access customer group data from the frontend, so I could say something like… if customer.group == ‘group-one’ do something?
Is there a way to automatically apply the discount if a user is logged in. For instance a customer signs in, when they go to the item it shows an already discounted price? or is the discount codes only available at checkout?
Awesome! This is a great feature for giving special benefits to members of a loyalty program.
Well, this is just awesome. You’ve just saved me countless hours and lots of paperwork! Plus this is so much more professional!! Thank you!! Just one question. My first time wholesale customers have to purchase a certain amount of dollar value and a different dollar values for any following orders. How can I add that filter – or can I? I know I can add it before I choose “customer group”, but not in addition to?
Great!
Now I only have two requests for the promo codes :-)
1. shippingcost discount
2. VAT discount
Any chance these will be added soon? :-)
Well – I was all excited and thought this would be a great way to handle wholesale customers, but how do I keep from charging my local statement customers tax? Is there a way to delete the sales tax option for that entire group? Thanks.
Hi Joshua — Thanks for the good news on this. I’d like to have a customer group for anyone who lives in my town, so that I can offer them free delivery. (I know there is now a free shipping promo code feature, but since only one promo code can be used per order, I’d prefer to implement this via customer group so locals can use other discounts.) Any chance “location” can be made more granular than country, such as the town? Thank you!
Josh,
Thanks for the info!
Right now, I only have Guest Checkout but I would like Guest Checkout with sign in. When I click that, it asks for a login, but doesn’t allow users to create an account. How do I make that available?
Thank you!
Corey.
Thanks for this. Are there any groupon type promotions available?
Hi Josh,
The filters seem to limit my search a bit too much, is there a way I can pull up Prospect orders for the whole year and not just month or week?
Thanks!
Hi, We are planning on building a website with trade and public access. The trade prices will be cheaper than public, although not by the same % on all items (ie items will be calculated on an individual basis). Can your site be used to create independent pricing groups for trade and public account holders. Thanks Calum
Hi, We are planning on building a website with trade and public access. The trade prices will be cheaper than public, although not by the same % on all items (ie items will be calculated on an individual basis). Can your site be used to create independent pricing groups for trade and public account holders. Thanks Calum